PBMares Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,196
-279
| -11% | -$30.8K | 0.04% | 166 |
|
|
2025
Q1 | $273K | Buy |
2,475
+56
| +2% | +$6.19K | 0.05% | 161 |
|
|
2024
Q4 | $266K | Buy |
2,419
+430
| +22% | +$47.3K | 0.05% | 163 |
|
|
2024
Q3 | $220K | Sell |
1,989
-192
| -9% | -$21.2K | 0.05% | 182 |
|
|
2024
Q2 | $241K | Sell |
2,181
-275
| -11% | -$30.4K | 0.06% | 162 |
|
|
2024
Q1 | $271K | Sell |
2,456
-202
| -8% | -$22.3K | 0.07% | 151 |
|
|
2023
Q4 | $293K | Sell |
2,658
-2,158
| -45% | -$238K | 0.09% | 140 |
|
|
2023
Q3 | $532K | Buy |
4,816
+786
| +20% | +$86.8K | 0.19% | 90 |
|
|
2023
Q2 | $445K | Buy |
4,030
+845
| +27% | +$93.3K | 0.16% | 109 |
|
|
2023
Q1 | $352K | Buy |
3,185
+1,070
| +51% | +$118K | 0.13% | 124 |
|
|
2022
Q4 | $232K | Buy |
+2,115
| New | +$232K | 0.09% | 143 |
|